PR90991

LONDON, Aug. 4, 2021 /PRNewswire=KYODO JBN/ --

Wealth Dynamix [http://www.wealth-dynamix.com/], a global leader in Client

Lifecycle Management (CLM) solutions, today announced its selection by global

research and advisory firm Celent as a winner of the XCelent Functionality

Award. The award was revealed in Celent's CRM Platforms: North America Wealth

Management[https://www.celent.com/insights/854806306] report, which analysed

solutions from Ebix, Equisoft, NexJ, Salesforce and Wealth Dynamix. Vendor

rankings assigned in the report were based on functionality, customer base,

lines of business supported, technology, implementation, pricing and support.

The judges awarded the top rank for 'breadth of functionality' to the WDX1

platform from Wealth Dynamix following an extensive review of the platform's

capabilities, including an in-depth questionnaire and demonstration. WDX1 also

ranked high for Customer Relationship Management (CRM), administration and

Artificial Intelligence (AI), collaboration, self-directed and mobile

capabilities.

Commenting on the award, Celent analyst Awaad Aamir said: "The WDX1 solution is

quite comprehensive in its client and advisor servicing capabilities. The

journey of data into actionable insights is a standout feature of the solution,

particularly the system's ability to create a 360-degree view of the client and

its workflow management capabilities."

In 2020, WDX1 was awarded the XCelent Overall award in Celent's Wealth

Management Client Onboarding Platforms  

[https://www.celent.com/insights/381028849].

WDX1[https://www.wealth-dynamix.com/client-lifecycle-management/] is the

flagship, multi award-winning client lifecycle management (CLM) solution from

Wealth Dynamix, designed to support the complex requirements of wealth

management companies from a single unified platform. Its capabilities span the

entire client lifecycle, including client acquisition, client engagement,

digital onboarding, regulatory compliance, relationship management and ongoing

client servicing.

Gary Linieres [https://www.linkedin.com/in/garylinieres/], CEO and founder at

Wealth Dynamix, commented: "Being recognised by Celent in the XCelent Awards

for a second time in two years acknowledges our ongoing ability to deliver

efficiency, actionable insights and compliance through cutting edge

technologies, including AI and the cloud. With ten years of experience and an

entire company dedicated to building and delivering CRM and CLM solutions

specific to wealth management, we are very proud to have industry leading

global firms such as Credit Agricole Indosuez Wealth Management, Rothschild &

Co and Quilter Cheviot using WDX1 to deliver exceptional, client-centric

service."

Photo -

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SOURCE: Wealth Dynamix